PKS Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

PKS Advisory Services’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$992K	Buy	4,002 +1,774	+80%	+$382K	0.16%	136
2026 Q1	$447K	Buy	2,228 +80	+4%	+$16.5K	0.1%	170
2025 Q4	$444K	Buy	2,148 +393	+22%	+$78.5K	0.1%	167
2025 Q3	$315K	Buy	1,755 +89	+5%	+$15.2K	0.07%	189
2025 Q2	$269K	Hold	1,666	–	–	0.07%	216
2025 Q1	$283K	Buy	1,666 +155	+10%	+$26.9K	0.08%	193
2024 Q4	$251K	Buy	+1,511	New	+$258K	0.06%	206

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

PKS Advisory Services's FBT Position: Q2 2026 in Review

PKS Advisory Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 80% in Q2 2026, buying an estimated $382K and bringing the position to 4,002 shares worth $992K. The position accounts for 0.16% of the portfolio, ranked #136.

PKS Advisory Services first reported a position in FBT in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

PKS Advisory Services held 4,002 shares of First Trust NYSE Arca Biotechnology Index Fund worth $992K as of Q2 2026.
PKS Advisory Services bought 1,774 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $382K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.16% of PKS Advisory Services's portfolio in Q2 2026, its #136 holding.
PKS Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.